Let's get this issue sorted out so you can view the transactions within your preferred date range, @fattori-giovanni.
A regular browser's cache stores temporary internet files from your browsing history. However, as it collects too many files, this may cause performance issues in QuickBooks Online (QBO). This might be the reason why the Filter function isn't working in the Banking menu.
I've got some steps to help fix this issue. First, you'll have to sign in to your QBO account using a private browser. This helps isolate the issue since it doesn’t store data in the cache. Here are the following keyboard shortcuts:
From there, go back to the Banking menu. Then, select the Filter drop-down to set a date range either in the For Review and Reviewed tabs. See the screenshot below for your visual reference. If it works, clear the cache of your regular browser. This helps the browser to function efficiently. If not, use other supported browsers.
Once the transactions are downloaded, you can assign, categorise, edit and match them to the existing entries in QBO. This ensures the categories and information are correct before adding them to the register. To learn more about this process, go through this article: Categorising Bank Transactions.
I'll be right here to help if you need further assistance. Have a good day, @fattori-giovanni.
Thanks for the reply, fattori-giovanni.
I suggest contacting our Customer Support Team since the steps shared by RaymondJayO doesn't work. They'll be able to check why you're experiencing this behavior in QuickBooks Online.
You can always visit our Help page. From there, we can get more articles to help manage your business.
I'll be right here if you need more assistance. Have a wonderful day!
I have the same problem: the filter functionality works for me on the "to review" tab but not on the "categorized" tab. I need to see and undo some older transactions that have already been categorized, and this is not possible at the moment.
This is clearly a bug, and apparently has not been fixed in 9 months! Can you tell me when you plan to fix it?
I'm here to ensure you can use the filter function in the categorised tab, @francesca-elizab.
This may be a browser-specific issue. To fix this, let's access your QuickBooks Online (QBO) company using a private browser. Private mode prevents storing cache and cookies that might cause problems when running Intuit sites.
Here are the shortcut keys you can use:
Once signed in, go to the Banking menu and choose the Reviewed tab. Then, click the funnel icon to filter the dates.
If this works, go back to your regular browser and clear the cache. This will remove the stored cache or cookies to refresh your browser's background process. If the same thing happens, use another supported browser. It could be that the one you're currently using has a temporary issue with QuickBooks.
Here's a handy article you can see to guide you in reviewing your bank and credit card transactions after you download them into QuickBooks Online: Categorise and match online bank transactions in QBO.
Also, you can visit our Reconcile hub to assist you in balancing your QuickBooks to match with your real-life bank, this includes correcting a balance and finance charges in QuickBooks.
You can always get back here if you have other concerns or questions about categorising your transactions. I'll be here to help you. Stay safe.
thanks for your reply but unfortunately it is really not a browser issue.
I tried on my computer, a Mac:
- Chrome (normal)
- Chrome (after clearing cache)
- Chrome (incognito window)
- Downloading the app and using that
Then I tried on a different, Linux computer:
- Chrome (normal)
- Chrome (after clearing cache)
All of these tests produced the same result: on the tab "For review" the filter works, but on the tab "Categorized" not.
I even chatted using the help functionality with one of your colleagues, and she agreed it did not work but had no solution for me.
Please note that I do not have a funnel icon, and the tab is called "Categorized" for me, not "Reviewed". Am I maybe using an old version that has a bug that got fixed in the version you are using?
Please see the attached screenshot.
Thanks for the quick reply, @francesca-elizab.
Thank you for following the steps provided by my colleague above and attaching a screenshot.
Categorize option in the Banking page is available in QuickBooks Online Accountant (QBOA). And, I've tried filtering the transactions under Categorized here on my end, and I was able to filter it.
See the sample screenshot below:
I'd still suggest getting in touch with our Customer Care support to examine the root cause of the problem and create an investigation if necessary. Check out our support hours and types to ensure we cater to your concern on time.
Check out our Help Articles. It will guide you on how to manage your banking, taxes, customer's transactions, and many more.
And of course, I’m here to help you if you have other concerns. Please also keep me posted on how the call goes. Have a good one.
Thanks for your reply. As far as I know I am not using QBOA, but just normal QBO, as well as the downloaded app (not via web). You can see it does not say "Accountant" in the top left corner for me as it does for you.
What I mean is: it seems that you are able to filter, but if you choose "Today" for example, you will see that the latest 300 transactions are returned, not just the ones from Today. The filter functionality is present, but it does not work. On the "To review" tab, the exact same functionality works.
I already contacted the help as you suggest and shared my screen, but your colleague there was only able to confirm that yes, there was a problem. She was not able to provide any help to fix it.
Since you're still unable to filter your categorized transactions after following the suggestions above, I'd recommend contacting our Customer Care Support via the Help menu.
Even if you've already reached out to them, only our live support has the tool to pull up your account, securely. A specialist from there can create a ticket associated with your account to be submitted to our engineering team for further investigation about this unexpected behavior.
Lastly, I've got this helpful article for the steps in finding, reviewing, or editing a transaction-specific to an account: Learn more about your account registers.
If you have any other questions, please let me know in the comments below. Stay safe!
Bank feed date filter tool is not functioning. When date filter is selected, returns white screen with nothing. Contacted support, and they provided no solution. Tried clearing cache, history, incognito browser, different client, different bank, etc. Its the QBO software. Quickbooks online please resolve this....
Thanks for joining the thread and bringing this to our attention, Sarah5555.
I can see the urgency of getting this resolved, and I appreciate you updating us about the troubleshooting steps you've tried. I see you've already contacted our support. However, since the issue persists after performing all those troubleshooting steps, I highly recommend contacting our Customer Care team again. They can open an investigation to send to our Product Engineers, and take a look at this and fix it for you.
You can also provide your previous case number so one of our support can review the notes you have from your previous contact to continue where the last agent left off. This way, you won't be repeating yourself.
Check out this link for ways on how to connect with us: QuickBooks Online Support. Ensure to review their support hours so, you'll know when agents are available.
If you have additional assistance while managing your bank transactions, let me know. I'll be around to provide further assistance. Have a nice day.
I've been having this exact problem all day today too. I'm using Chrome as I always have done, tried incognito, cleared the cache etc and I just get the white screen below the bank balance (transactions no longer showing) when I try to filter.
I have the same problem. I have tried Firefox in private mode as suggested; it did not fix it. I tried MS Edge; it did not fix it.
The date filter function in the categorized bank tab simply does not work. It will fill up the list starting with the most recent transaction followed by older transaction until it reaches 300 transaction and then it will stop. Anything beyond 300 transactions old is not visible and hence inaccessible.
I can share additional information on how to view and access your oldest transaction, @RobertBryant.
By default, your most recent transactions appear at the top. You can filter the date to All dates and then click the Date dropdown arrow to show the oldest transactions to the latest ones, or vice versa.
For additional information on this, including sorting options, I recommend the following article: Find, review, and edit transactions in account registers.
You can also refer to the following article on how to review your transactions and put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.
If you ever have other questions with your bank transactions, feel free to post them here and I'll get back to you as soon as I can. Have a great rest of the day!